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Dimensional Global Real Estate ETF
DFGR

Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Dimensional Global Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 158 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.42%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.42%
New
20
Increased
158
Reduced
64
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$36.3M
2
SC
2
Savant Capital
Illinois
$180M
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$14.4M
4
TWA
4
TCI Wealth Advisors
Arizona
$51.9M
5
FFM
5
Forum Financial Management
Illinois
$390M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$26M
2
VF
2
Vawter Financial
Ohio
$367K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.91M
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Willow Creek Wealth Management
California
$15M 560,736 +59,935 +12%
IWM
27
Integris Wealth Management
California
$14.5M 540,824 +8,602 +2%
RWM
28
Rockwood Wealth Management
Pennsylvania
$14.4M 535,070 +349,651 +189%
PCI
29
Planning Center Inc
Illinois
$14M 522,403 +13,057 +3%
PWMG
30
Private Wealth Management Group
New Jersey
$13.7M 511,173 +13,493 +3%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$13.4M 500,756 +279,218 +126%
SSC
32
Syverson Strege & Co
Iowa
$13.4M 499,272 +4,533 +0.9%
ACM
33
Aspen Capital Management
Idaho
$12.7M 473,614 +29,792 +7%
JC
34
Jentner Corp
Ohio
$12.5M 466,538 +5,776 +1%
LFA
35
Level Financial Advisors
New York
$11.5M 426,776 +15,148 +4%
WMN
36
Wealth Management Nebraska
Nebraska
$11.2M 420,127 +29,678 +8%
BGWM
37
Bridge Generations Wealth Management
Florida
$10M 373,911 -9,980 -3%
Jane Street
38
Jane Street
New York
$9.98M 372,126 -106,882 -22%
GWA
39
Geometric Wealth Advisors
District of Columbia
$9.86M 367,664 +22,583 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.7M 361,628 +6,417 +2%
EAM
41
Evanson Asset Management
California
$9.46M 352,445 +19,110 +6%
SFC
42
Sprinkle Financial Consultants
Colorado
$9.12M 339,941 +3,040 +0.9%
Financial Engines Advisors
43
Financial Engines Advisors
California
$8.63M 321,722 +1,855 +0.6%
PWM
44
Parkshore Wealth Management
California
$8.35M 311,070 +82,525 +36%
RA
45
RFG Advisory
Alabama
$7.42M 276,388 -7,550 -3%
MSWM
46
Master's Wealth Management
Pennsylvania
$7.3M 271,915 +14,514 +6%
AC
47
Apella Capital
Connecticut
$6.95M 258,996 +14,360 +6%
NRWA
48
North Ridge Wealth Advisors
Oregon
$6.92M 257,844 +14,850 +6%
AC
49
AWM Capital
Arizona
$6.88M 256,262 +124,040 +94%
AIS
50
American Investment Services
Massachusetts
$6.75M 251,640 +6,680 +3%
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